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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,936 | $67,602-24.7% | $82,312-38.1% | $70,126-27.4% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.9%+9.2pp | 69.5%+16.6pp |
| Annual return | 9.96% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $342 | $1,755-80.5% | $2,428-85.9% | $2,343-85.4% |
| Participant deferral / active EE | $2,523 | $2,987-15.5% | $3,706-31.9% | $3,332-24.3% |
| Admin fee / account holder | $4,668 | $4,512+3.5% | $5,608-16.8% | $4,645+0.5% |